Service trades on GO Pilot GO

Quote follow-ups, dispatch confirmations, review responses, and weekly job-board recaps for HVAC, plumbing, electrical, landscaping, cleaning, and pest control.

The problem

Service trade owners lose money in the gap between the quote and the booked job. Leads cool because nobody followed up. Techs show up to addresses the customer never confirmed. Five-star jobs never get reviews because nobody asked. An agent fleet works that gap automatically, so the owner can run the trucks instead of the inbox.

Agents in the fleet

Quote follow-up agent. When a quote goes out, the agent texts and emails on day 1, day 3, and day 7 in the company's voice, referencing the actual service and price. Stops the sequence the moment the customer books or replies.

Utterance"When a new quote is sent in ServiceTitan or Jobber, follow up by SMS and email on day 1, 3, and 7 until they book or opt out, in our tone."

Dispatch confirmation agent. The night before a job, drafts a confirmation with the tech name, arrival window, and what to expect. Goes out automatically at 6pm. Customer replies route back to the dispatch inbox tagged confirm, reschedule, or cancel.

Review-ask agent. After a job is marked complete, waits 24 hours, then asks for a Google review with a one-tap link. Only fires if the post-job survey came back four stars or better.

Review responder. When a new review lands, drafts a response in the owner's voice. Complimentary reviews get a thank-you, neutral and negative get a phone-call-first response that never argues in public.

Weekly job-board recap. Sunday 7pm, summarizes the week: jobs scheduled, completed, average ticket, callbacks, reviews earned, and the three biggest quotes still open. Sent as an email to the owner.

Workflow

  1. Job data lives in ServiceTitan, Jobber, Housecall Pro, or a Google Sheet exported nightly.
  2. Quote and dispatch agents trigger on webhook the moment a quote or job is created.
  3. Review-ask and review-response run daily.
  4. Weekly recap drafts Sunday evening so the owner reads it before the Monday morning meeting.

Setup checklist

  • Connect Gmail, an SMS provider (Twilio or your dispatch tool's send API), and your job-management system via webhook or guided OAuth.
  • Attach a markdown memory file with the brand voice, services, service area, and forbidden phrases (no guaranteed pricing without a site visit).
  • Per-trade memory: a short doc per service (HVAC tune-up, drain clearing, etc.) so messaging is technically correct.
  • Approval gating on review responses below four stars.

Costs and capacity

CostA single-truck shop typically lands at ~2M tokens/mo. Starter ($197/mo or $158/mo annual) covers it. A multi-crew operation with 100 plus jobs per week usually moves to Pro ($497/mo or $397/mo annual) for the seat count and recap depth.

Guardrails

  • No final pricing in any outbound message. Agent always points back to the written quote.
  • SMS opt-out language is mandatory on every first message in a sequence.
  • Negative reviews get a draft, not an auto-send. The owner picks up the phone first.
  • Workspace daily cost ceiling protects against a runaway sequence on a list import.

Pairs well with

Combine with the sales ops fleet for inbound lead routing and the finance ops fleet for AR follow-up on aging invoices.